Position in IQV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$28,210
-$15,744 QoQ
Shares Held
146
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#921
of 1,077 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Lloyd Advisory Services, LLC. holds $40,844 across 2 Diagnostics & Research names. IQV ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
146 | $28,210 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
24 | $12,634 |
All Filings in IQV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,210 | 146 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $43,954 | 195 | Shares | Sole | 2026-02-06 | |
| 2021-09-30 | $2,395 | 10 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $2,665 | 11 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,124 | 11 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $1,970 | 11 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $2,522 | 16 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||